Broker Check
21 Sept
Part 1 - Are you Ready? Protection and Planning for What’s Most Important to You


We’re very excited to host our first webinar series "Are you Ready? Protection and Planning for What's Most Important to You". As financial professionals, we are dedicated to serving our clients through a holistic approach, which includes helping you prepare for the unexpected and enjoy a worry-free retirement.   

Please join us for the first event in the series: Life Insurance – What Happens to Your Family or Business if Something Happens to You?

Think about what might happen to those who are dependent on you if something were to happen to you today. This could be your spouse, life partner, child, or parent. How would they pay for your funeral, replace your lost income, pay the rent/mortgage, or pay for regular bills such as food and utilities? What if you own a business? How would your business survive without you?

Don’t miss this opportunity to learn all about life insurance and how it can protect your loved ones or your business partners in the event of the unexpected. We will also discuss how life insurance can be used for supplemental retirement income and legacy/estate planning, as well as the tax benefits of life insurance.

We insure our cars, homes, and health. Why not our lives?

If you have questions about the event, please contact us at

Date and Time

Tue, Sep 21, 2021

11:00a - 12:00p PST


Zoom Webinar


You are required to register via the green Register button if you plan to attend this virtual event. Once registered, you will receive a confirmation email with instructions to join.


Event Registration